Scale up customer support and prospect engagement manifold with the Q&A Zobot!

Scale up customer support and prospect engagement manifold with the Q&A Zobot!


Every industry needs someone to answer their Q&A. Artificial Intelligence is tremendously altering business trends and Zobots, powered by AI are beginning to take over the business world and are becoming a very reliable customer service channel. Zobots have come a long way and sometimes customers cannot tell if they are communicating with a human or a computer. That's how seamless chats with Zobots have become.  If you're looking to keep your visitors engaged 24/7, the Q&A Zobot is your answer. These bots are capable of exceptional customer assistance, dynamic customer interaction, monitoring visitor data and gaining actionable insights. This post will tell you all about how the Q&A Zobot works.
 

Bot Requirements: 

  • Trigger a message to visitors who match specific criteria.
  • List out the services available inside the organization.

  • Schedule appointments/meetings, if necessary and store it on the Zoho Calendar.

  • Let visitors chat with representatives in the organization.

  • Create leads inside Zoho CRM

  • Create tickets and check ticket statuses inside Zoho Desk for existing customers


Zobot Capabilities: 

It can collect visitor details and connect the visitors on your website to the different departments available inside your organization based on the type of problem they're facing. 

  • Live Chat Transfer: Your prospects can ask the bot to transfer their chats to one of the support representatives of your organization at any time. The Zobot provides an option to do so inside the chat window itself.
  • Schedules meetings: The Zobot can get your visitors' company details and preferred time slots and fix meetings for them with operators of your organization using the Calendar widget.

  • Keep prospects updated: The Zobot captures the prospects' information like name and email address, and based on the requirements, it updates prospects as and when there are updates on the products/services that you offer. The info can be daily property alerts or market statistics on products.

  • Keeps track of leads: The Zobot captures the prospects' information like name and email address, and creates leads inside Zoho CRM.

  • Creates tickets in Desk: If the customer is an existing one, the Zobot creates tickets for customers who are facing issues with any product/service and keeps them informed about the ticket status as well.

  • Sends update emails:  If the visitor is new to the website and is eager to know more about the products and services that you offer, it gets the visitor's email, adds them to the mailing list and sends him emails when there are updates or releases.


How does this Zobot work? 

  • When a visitor lands on the website and matches the trigger criteria, the bot will trigger a welcome message along with the main menu.
  • Once the bot receives a message from the website visitor, the message handler starts executing where visitors are reactively engaged. All questions from the visitor are handled in the Message Handler.  
  • The combination of messages received from the website visitor will be analysed and stored in the code in the context handler, and the bot will respond to the visitors based on the question they receive from the available answers. The Context handler is also where all the necessary connections are created and invoked. The following are the connections inside the Q&A bot:  

Connection 1 - Zoho Calendar

To keep track of visitor appointments

  2. // Event Creation
  3. paramMap = {'StartDate':_date,"EndDate":_date,"sum":'Call with ' + name};
  4. zoho.calendar.createEvent("zillium.pboyle",paramMap); 

Connection 2 - Zoho CRM

To create new leads

  2. // Create new lead
  3. leadinfo = {"Last_Name":name,"Email":email};
  4. zoho.crm.createRecord("Leads",leadinfo,Map(),"zoho_crm");

Connection 3 - Zoho Desk 

To create new tickets for issues and check the status of existing issues 

  2. // Create new ticket
  3. ticketinfo = zoho.support.create("Requests","zillium","Zylker",{"Contact Name":name,"Email":email,"Subject":complaint,"Priority":priority});
  4. ticketid = ticketinfo.get("id");
  5. response.put("action","end");
  6. response.put("replies",{"Your request has been logged and you will hear from us shortly. The request id is " + ticketid + ". Please quote this id in any future followup."});

  8. // Check ticket status 
  9. requestId = answers.get("ticketId").get("text"); 
  10. records = zoho.support.getRecords("Requests","zillium","Zylker"); 
  11. finalOutput = ""; 
  12. info records; 

Bot Flow:


                                                     
 

How to create this bot? 

  • Navigate to Settings > Zobot > Create bot. Add a name, description, choose the website and preferred departments.
  • Set trigger criteria and enable business hours and operator handoff based on your requirements.
  • Now, copy the code and paste it inside each handler- Trigger, Message, and Context.
  • Save the script in all the handlers and then publish the bot and it will be ready to assist visitors on your website.
Here's a quick and brief video on how this Zobot works. Jump right into our Resources Section and learn more about the Zobot.



Happy Zoboting!

Regards,
Michelle.














    • Recent Topics

    • Unable to remove the “Automatically Assigned” territory from existing records

      Hello Zoho Community Team, We are currently using Territory Management in Zoho CRM and have encountered an issue with automatically assigned territories on Account records. Once any account is created the territory is assigned automatically, the Automatically

    • Track online, in-office, and client location meetings separately with the new meeting venue option

      Hello everyone! We’re excited to announce meeting enhancements in Zoho CRM that bring more clarity and structure to how meetings are categorized. You can now specify the meeting venue to clearly indicate whether a meeting is being held online, at the

    • Google Fonts Integration in Pagesense Popup Editor

      Hello Zoho Pagesense Team, We hope you're doing well. We’d like to submit a feature request to enhance Zoho Pagesense’s popup editor with Google Fonts support. Current Limitation: Currently, Pagesense offers a limited set of default fonts. Google Fonts

    • Improved Contact Sync flow in Google Integration with Zoho CRM

      Hello Everyone, Your contact sync in Google integration just got revamped! We have redesigned the sync process to give users more control over what data flows into Google and ensure that this data flows effortlessly between Zoho CRM and Google. With this

    • Pro Lite Upgrade - Quick Access Tray

      Hello, I was going to upgrade to Pro Lite but the Quick Access Tray feature isn't available for Windows. Of the four features not available for Windows, the QAT is what I'm most interested in. Are there plans to add this feature for Windows anytime soon?

    • Custom Fonts in Zoho CRM Template Builder

      Hi, I am currently creating a new template for our quotes using the Zoho CRM template builder. However, I noticed that there is no option to add custom fonts to the template builder. It would greatly enhance the flexibility and branding capabilities if

    • Improved Functionality PO Bill SO Invoice

      Hello, I need to enter over 100 items, it's frustrating to scroll a few item rows and wait for more to load, then scroll again. It would be nice to have buttons that scroll to the top or bottom with one click. Furthermore, these items I'm adding are VAT

    • Wishes for 2026

      Hello, and a happy new year 2026! Let's hope it's better for everyone. I'd like to share some thoughts on Zoho One and what could be useful in the short, medium, and long term. Some things are already there, but not applied to Zoho One. Others seem like

    • How to Integrate Zoho Books with Xero (No Native Connection Available)

      Hi everyone, I’m currently facing an issue with integrating Zoho Books invoices with Xero, as I’ve noticed Zoho does not provide a native integration with Xero at this time. I would like to ask: What are the common or recommended solutions for syncing

    • How to install Widget in inventory module

      Hi， I am trying to install a app into Sales Order Module related list, however there is no button allow me to do that. May I ask how to install widget to inventory module related list?

    • Add specific field value to URL

      Hi Everyone. I have the following code which is set to run from a subform when the user selects a value from a lookup field "Plant_Key" the URL opens a report but i want the report to be filtered on the matching field/value. so in the report there is

    • error while listing mails

      I can't access email in any of my folders: Oops, an error occurred - retry produces the second error response: error while listing mails (cannot parse null string). I've signed in and out of Zoho, restarted my iMac.

    • Unlocking New Levels: Zoho Payroll's Journey in 2025

      Every year brings its own set of challenges and opportunities to rethink how payroll works across regulations and teams. In 2025, Zoho Payroll continued to evolve with one clear focus: giving businesses more flexibility, clarity, and control as they grow.

    • Introducing Connected Records to bring business context to every aspect of your work in Zoho CRM for Everyone

      Hello Everyone, We are excited to unveil phase one of a powerful enhancement to CRM for Everyone - Connected Records, available only in CRM's Nextgen UI. With CRM for Everyone, businesses can onboard all customer-facing teams onto the CRM platform to

    • Send Supervisor Rule Emails Within Ticket Context in Zoho Desk

      Dear Zoho Desk Team, I hope this message finds you well. Currently, emails sent via Supervisor Rules in Zoho Desk are sent outside of the ticket context. As a result, if a client replies to such emails, their response creates a new ticket instead of appending

    • form data load issue when saving as duplicate record is made

      Hello. I have a form with a lookup when a value is selected the data from the corresponding record is filled into all of the fields in the form. But the form is loaded in such a state that if any value is changed it will take all of the values pre loaded

    • CRM project association via deluge

      I have created a workflow in my Zoho CRM for closing a deal. Part of this workflow leverages a deluge script to create a project for our delivery team. Creating the project works great however, after or during the project creation, I would like to associate

    • Zoho Browser??

      hai guys, this sounds awkward but can v get a ZOHO BROWSER same as zoho writer, etc. where i can browse websites @ home and continue browsing the same websites @ my office, as v have the option in Firefox, once i save and close the browser and again when i open it i will be getting the same sites. If u people r not clear with my explanation, plz let me know. Thanks, Sandeep  

    • Where can we specify custom CSS in Zoho Forms custom theme ?

      I'm using a form with a dark theme. The OTP popup window is unreadable, because for some reason, the OTP popup background fixes color to white, but still takes the font color specified in the custom theme. This ends up as white on white for me, rendering

    • MCP no longer works with Claude

      Anyone else notice Zoho MCP no longer works with Claude? I'm unable to turn this on in the claude chat. When I try to toggle it on, it just does nothing at all. I've tried in incognito, new browsers, etc. - nothing seems to work.

    • Enable History Tracking for Picklist Values Not Available

      When I create a custom picklist field in Deals, the "Enable History Tracking for Picklist Values" option is not available in the Edit Properties area of the picklist. When I create a picklist in any other Module, that option is available. Is there a specific reason why this isn't available for fields in the Deals Module?

    • The reason I switched away from Zoho Notebook

      My main reason for switching to Zoho was driven by three core principles: moving away from US-based products, keeping my data within India as much as possible, and supporting Indian companies. With that intent, I’ve been actively de-Googling my digital

    • Add RTL and Hebrew Support for Candidate Portal (and Other Zoho Recruit Portals)

      Dear Zoho Recruit Team, I hope you're doing well. We would like to request the ability to set the Candidate Portal to be Right-to-Left (RTL) and in Hebrew, similar to the existing functionality for the Career Site. Currently, when we set the Career Site

    • Ability to Edit YouTube Video Title, Description & Thumbnail After Publishing

      Hi Zoho Social Team, How are you? We would like to request an enhancement to Zoho Social that enables users to edit YouTube video details after the video has already been published. Your team confirmed that while Zoho Social currently allows editing the

    • Free Webinar : Unlock AI driven business insights with Zoho Inventory + Zoho Analytics

      Are you tired of switching between apps and exporting data to build customized reports? Say hello to smarter & streamlined insights! Join us for this exclusive webinar where we explore the power of the Zoho Inventory–Zoho Analytics integration. Learn

    • Critical Issue: Tickets Opened for Zoho Support via the Zoho Help Portal Were Not Processed

      Hi everyone, We want to bring to your attention a serious issue we’ve experienced with the Zoho support Help Portal. For more than a week, tickets submitted directly via the Help Portal were not being handled at all. At the same time no alert was posted

    • Hide/Show Subform Fields On User Input

      Hello, Are there any future updates in Hide/Show Subform Fields "On User Input"?

    • Cloning Item With Images Or The Option With Images

      Hello, when I clone an item, I expect the images to carry over to the cloned item, however this is not the case in Inventory. Please make it possible for the images to get cloned or at least can we get a pop up asking if we want to clone the images as

    • Archiving Contacts

      How do I archive a list of contacts, or individual contacts?

    • WorkDrive and CRM not in sync

      1/ There is a CRM file upload field with WorkDrive file set as the source: 2/ Then the file is renamed in WorkDrive (outside CRM): 3/ The File in CRM is not synced after the change in WorkDrive; the file name (reference) in CRM record is not updated (here

    • Custom validation in CRM schema

      Validation rules in CRM layouts work nicely, good docs by @Kiran Karthik P https://help.zoho.com/portal/en/kb/crm/customize-crm-account/validation-rules/articles/create-validation-rules I'd prefer validating data input 'closer to the schema'

    • Adding Default Module Image into mail merge field

      As with most people finding their way to these forums i have a specific requirement that doesn't seem to be supported by Zoho I have created 2 custom modules to suit my purpose 1 is an inventory type module that lists aluminium extrusions, and all relevant

    • Sync Data from MA to CRM

      Currently, it's a one-way sync of data from the CRM to MA. I believe we should have the ability to select fields to sync from MA to the CRM. The lead score is a perfect example of this. In an ideal world we would be able to impact the lead score of a

    • Is it possible to roll up all Contact emails to the Account view?

      Is there a way to track all emails associated with an Account in one single view? Currently, email history is visible when opening an individual Contact record. However, since multiple Contacts are often associated with a single Account, it would be beneficial

    • Update CRM record action

      Currently, MA only offers a "Push Data" action to push data to a CRM module. This action is built to cover the need to both create a new record and update an existing record. Because it has been implemented this way all required fields on the CRM module

    • Notes badge as a quick action in the list view

      Hello all, We are introducing the Notes badge in the list view of all modules as a quick action you can perform for each record, in addition to the existing Activity badge. With this enhancement, users will have quick visibility into the notes associated

    • What's new in Zoho One 2025

      Greetings! We hope you have all had a chance by now to get hands-on with the new features and updates released as part of ZO25. Yes, we understand that you may have questions and feedback. To ensure you gain a comprehensive understanding of these updates,

    • Good news! Calendar in Zoho CRM gets a face lift

      Dear Customers, We are delighted to unveil the revamped calendar UI in Zoho CRM. With a complete visual overhaul aligned with CRM for Everyone, the calendar now offers a more intuitive and flexible scheduling experience. What’s new? Distinguish activities

    • Add deluge function to shorten URLs

      Zoho Social contains a nice feature to shorten URLs using zurl.co. It would be really helpful to have similar functionality in a Deluge call please, either as an inbuilt function or a standard integration. My Creator app sends an email with a personalised

    • Edit default "We are here to help you" text in chat SalesIQ widget

      Does anyone know how this text can be edited? I can't find it anywhere in settings. Thanks!

    • Next Page